Plan Snapshot
- Plan Sponsor: Clean Water Action, INC.
- Sponsor EIN: 237128611
- Sponsor Address: P.O BOX 188, MOUNT CLEMENS, MI, 48036
- Plan Type: 401(k)
- Total Participants: 74
- Total Assets: $4.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 74 | $4.2M | $0 | $299,419 |
| 2023 | 116 | $4.3M | $0 | $249,470 |
| 2022 | 127 | $3.6M | $0 | $285,911 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ALAN C YOUNG AND ASSOCIATES P.C. | Auditor | $1,911 | — | $1,911 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALAN C YOUNG AND ASSOCIATES P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,911
- Estimated Expense Ratio: 0.045% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,911 | — | — | $1,911 | — |
| 2023 | $1,628 | — | — | — | — |
| 2022 | $1,627 | — | $1,627 | — | — |